Coastal Capital is an investment advisor in Danvers with $802.40 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473835496
SEC advisor number
801-87168
FINRA CRD number
186511
AUM ?
$802.40 mm
(as of 4 Nov 22)
Accounts
2,382
(as of 4 Nov 22)
Employees
18
(8 investment advisory or research)
Address
Coastal Capital
222 ROSEWOOD DRIVE 2ND FLOOR
DANVERS
MA 01923
222 ROSEWOOD DRIVE 2ND FLOOR
DANVERS
MA 01923
Office hours
Monday - Friday, 8:00AM TO 5:00PM AND BY APPOINTMENT
Phone
9787773116
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Horrocks, James, Frankel | Managing Director / Chief Compliance Officer / President / Secretary / Treasurer | 03/2015 | > 75% |
Tremblay, Neil, Joseph | Managing Director / President of Institutional Services | 03/2015 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
5 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21
13F-HR
Quarterly holdings report by institutional manager
26 Jul 21
13F-HR
Quarterly holdings report by institutional manager
22 Apr 21